Can Ad Hoc reports be scheduled to run and email output?

Najin Hanna

Is there a functionality within the system that allows to schedule specific ad hoc reports to be run and emailed to specific addresses?

Thanks

mikemoralez

Hi Najin,

You should be able to click the 3 dots in the top right of the report and select Export > select either PDF or CSV > Select the sharing tab and select the appropriate report distribution group which can be a collection of specific email addresses > then you can click schedule option on the bottom and set your schedule accordingly.

You can build report distribution groups under "Report Distribution Configuration".